.avif)
.avif)
Orion Email Format
Financial Services
・
1,001-2,500 employees
・
Omaha, NE, USA
Orion is a wealthtech company that delivers integrated technology and investment solutions to empower financial advisors and independent advisory firms across the United States.
Find contacts at Orion
Search our verified sources for decision-makers, emails, and titles.
Start searching
VERIFIED BY CLAY
first.last@orion.com
Company Overview
Industry
Financial Services
Headquarters
Omaha, NE, USA
Revenue
$1B-$2.5B
FUNDING Stage
Private
Website
Key Executives
Natalie Wolfsen (Chief Executive Officer), Mark Mayo (Chief Financial Officer), Arun Anur (Chief Operating Officer)
Tech Stack
Key Executives
4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified
Frequently Asked Questions
What is the email format of Orion?
Orion uses the first.last format, so Jane Smith would be jane.smith@orion.com.
What are the two main business divisions of Orion?
Orion operates through two integrated divisions: Orion Advisor Technology, which includes portfolio accounting, Redtail CRM, trading, planning, and compliance tools, and Orion Wealth Management, which offers TAMP, OCIO, and proprietary investment solutions through Brinker Capital Investments.
How much in assets does Orion service across its platform?
Orion services $5.8 trillion in assets under administration and $133 billion of wealth management platform assets, as reported through the end of 2025. You can use Clay to find and verify specific Orion contacts if you are building outreach into the wealthtech space.
Does Orion's Advisor Technology division include an AI product?
Yes, Orion's Advisor Technology division includes Denali AI, an enterprise AI product designed to amplify advisor impact, alongside the Denali Data Layer, which connects cross-system data across the Orion platform.
Who leads Orion as its Chief Executive Officer?
Natalie Wolfsen is the CEO of Orion, having joined in October 2023. She previously served as CEO of AssetMark and is also a member of Orion's Board of Directors.
Share Article
Get access to more people and company data using Clay
Leverage the power of 100+ data providers for industry-leading data coverage & quality.
4.9 rating
Airforce Email Format
Airforce is a Danish wholesale building materials company specializing in ventilation equipment, providing advisory services and system solutions to the Danish HVAC market.
May 10, 2026
Read post
Topicals Email Format
Topicals is a personal care company that develops science-backed skincare products while advocating for mental health awareness across the United States.
May 20, 2026
Read post
Ramsay Health Care Email Format
Ramsay Health Care is a global private hospital and healthcare services provider operating hospitals, day surgeries, clinics, and diagnostic centers across Australia, Europe, and the United Kingdom.
May 17, 2026
Read post
Heidrick Struggles Email Format
Heidrick & Struggles is a global executive search and leadership consulting firm that helps organizations find top talent and build high-performing, diverse leadership teams.
May 10, 2026
Read post
Wellstar Health System Email Format
Wellstar Health System is a nonprofit integrated healthcare system in Georgia offering hospital care, emergency services, outpatient centers, and specialty medical services across multiple facilities.
May 5, 2026
Read post
Frontier Communications Email Format
Frontier Communications is a telecommunications company that provides fiber-optic internet, phone, and television services to residential and business customers across the United States.
May 13, 2026
Read post
Cadence Bank Email Format
Cadence Bank is a regional bank holding company headquartered in Columbus, Ohio, providing consumer banking, commercial banking, wealth management, and payment services across 21 states.
May 22, 2026
Read post
Dynatrace Email Format
Dynatrace is a software development company that provides AI-powered observability and application performance monitoring solutions for enterprises managing complex digital ecosystems worldwide.
May 13, 2026
Read post
Wipro Email Format
Wipro is a global IT services and consulting company that delivers AI-powered technology solutions and digital transformation services to clients across 65 countries.
May 7, 2026
Read post
Erie Insurance Email Format
Erie Insurance is a Fortune 500 multi-line insurance company offering auto, home, business, and life insurance through independent agents across 12 states and the District of Columbia.
May 8, 2026
Read post
Blueyonder Email Format
Blue Yonder is a supply chain software company that provides an AI-driven platform enabling retailers, manufacturers, and logistics providers to optimize operations globally.
May 9, 2026
Read post
MDC Email Format
MDC is a nonprofit organization based in Durham, NC, that equips Southern leaders, institutions, and communities to improve economic mobility and advance equity through research and programs.
April 30, 2026
Read post
Connectwise Email Format
ConnectWise is a software development company that provides business management, remote monitoring, and cybersecurity solutions for technology solutions providers and managed service providers worldwide.
May 11, 2026
Read post
Guardian Email Format
Guardian is a global height safety company that designs, manufactures, and provides fall protection products, dropped object prevention solutions, engineered systems, and training programs across North America and the UK.
May 13, 2026
Read post
Summit Health Email Format
Summit Health is a healthcare organization providing primary care, specialty care, and urgent care services to patients across their lifetimes as part of the VillageMD network.
May 4, 2026
Read post
PSG Email Format
PSG is a growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth and capitalize on strategic opportunities.
May 5, 2026
Read post
Ramboll Email Format
Ramboll is a global architecture, engineering, and consultancy company delivering sustainable solutions across buildings, transport, energy, environment, water, and management consulting.
May 17, 2026
Read post
Where is EquipmentShare's Headquarters? Main Office Location and Global Offices
December 13, 2024
Read post
Consensys Email Format
Consensys is a blockchain software development company that builds decentralized applications, developer tools, and infrastructure solutions for the Ethereum ecosystem and broader web3 space.
April 30, 2026
Read post
Ivanti Email Format
Ivanti is a global enterprise IT and security software company that develops AI-powered solutions for managing, automating, and protecting data and systems across organizations.
May 18, 2026
Read post
Tailored Brands Email Format
Tailored Brands is a leading specialty retailer of men's tailored clothing and formalwear, operating brands like Men's Wearhouse and Jos. A. Bank across North America.
May 17, 2026
Read post
Shake Shack Email Format
Shake Shack is a fast-casual restaurant chain that serves premium burgers, hot dogs, frozen custard, and shakes at locations across the United States and internationally.
May 16, 2026
Read post
Dyson Email Format
Dyson is a family-owned global technology company that designs and manufactures innovative vacuum cleaners, air purifiers, haircare products, and other home appliances.
May 2, 2026
Read post
Atriaseniorliving Email Format
Atria Senior Living is a senior housing and care provider operating vibrant residential communities designed to simplify and enhance life for older adults across the United States and Canada.
May 7, 2026
Read post
Bruker Email Format
Bruker is a global biotechnology and analytical instrumentation company that develops advanced scientific solutions for research, development, and industrial quality control applications.
May 16, 2026
Read post
Theguarantors Email Format
TheGuarantors is a financial services company that provides insurance products for residential renters and property operators, helping qualify renters faster while mitigating rental income loss risks.
May 2, 2026
Read post
Kore AI Email Format
Kore.ai is an enterprise AI platform company that develops agentic AI applications and pre-built solutions for banking, healthcare, retail, and workplace automation worldwide.
May 11, 2026
Read post
Olam Email Format
Olam Group is a leading global food and agri-business supplying food, ingredients, feed and fibre to customers worldwide through farming, processing and distribution operations across 60 countries.
May 3, 2026
Read post
Vacasa Email Format
Vacasa is a North American vacation rental management platform that helps homeowners maximize rental revenue while delivering memorable guest experiences across diverse property types.
May 8, 2026
Read post
Guerlain Email Format
Guerlain is a French luxury beauty house that creates exceptional fragrances, skincare, and makeup products, blending artisanal craftsmanship with sustainability since 1828.
April 30, 2026
Read post
Sheraton Email Format
Sheraton is a global hospitality company operating hotels and resorts in more than 70 countries, offering travelers and locals welcoming accommodations at the heart of communities worldwide.
May 14, 2026
Read post
Ulta Beauty Email Format
Ulta Beauty is the largest U.S. beauty retailer offering cosmetics, fragrance, skincare, haircare products, and full-service salon services across more than 1,300 stores nationwide.
May 20, 2026
Read post
Monzo Bank Email Format
Monzo Bank is a UK-based digital challenger bank offering mobile-first current accounts, savings, and financial management tools to millions of customers.
May 25, 2026
Read post
NEA Email Format
NEA is a renewable energy company specializing in the development of renewable and hybrid power generation infrastructure for utilities, commercial, and industrial clients across Africa.
May 12, 2026
Read post
Barings Email Format
Barings is a global alternative asset manager and MassMutual subsidiary that partners with institutional, insurance, and wealth clients across credit, real assets, and capital solutions.
May 3, 2026
Read post
Bandwidth Email Format
Bandwidth is a communications platform company that provides enterprise voice, messaging, and emergency services APIs to power global customer experiences for businesses worldwide.
May 18, 2026
Read post
MR Cooper Email Format
Mr. Cooper is a leading American mortgage servicing and originations company headquartered in Dallas, helping homeowners manage their loans and achieve the dream of homeownership.
May 24, 2026
Read post
Fiserv Email Format
Fiserv is a global financial technology company that delivers payment processing, digital banking, and merchant solutions to financial institutions and businesses in over 100 countries.
May 10, 2026
Read post
Ethicon Email Format
Ethicon is a medical device company specializing in surgical products and solutions, committed to advancing surgical care and improving patient outcomes worldwide.
April 28, 2026
Read post
Lazard Email Format
Lazard is a global financial advisory and asset management firm providing M&A advice, capital solutions, restructuring, and investment management services to institutions and governments worldwide.
May 25, 2026
Read post
Cerner Email Format
Cerner is a health information technology company that develops electronic health record systems and healthcare software solutions for hospitals and health systems worldwide.
May 24, 2026
Read post
Platinum Equity Email Format
Platinum Equity is a global private equity investment firm specializing in mergers, acquisitions, and operations across manufacturing, technology, logistics, and other industries worldwide.
May 18, 2026
Read post
Soho House Email Format
Soho House is a global hospitality company operating private members clubs, hotels, restaurants, cinemas, spas, and workspaces for creative professionals across Europe and North America.
May 1, 2026
Read post
Tokio Marine HCC Email Format
Tokio Marine HCC is a specialty insurance company headquartered in Houston that underwrites more than 100 classes of specialty insurance across 180 countries worldwide.
May 9, 2026
Read post
Just EAT Email Format
Just EAT is a leading online food delivery marketplace that connects consumers with local restaurants and takeaway outlets across multiple countries.
May 14, 2026
Read post
Shein Email Format
Shein is a global online fashion and lifestyle retailer offering affordable apparel and products through an on-demand production model serving customers worldwide.
May 17, 2026
Read post
Rohde Schwarz Email Format
Rohde Schwarz is a global technology group specializing in test and measurement, technology systems, and cybersecurity solutions for industrial, regulatory, and military customers worldwide.
May 16, 2026
Read post
Where is Hotel Engine's Headquarters? Main Office Location and Global Offices
December 13, 2024
Read post
Performance Food Email Format
Performance Food Group is a Fortune 200 foodservice distribution company delivering quality food and related products to over 300,000 locations across North America.
May 7, 2026
Read post
Saxo Bank Email Format
Saxo Bank is a Danish investment bank and fintech company that provides online trading platforms and access to global financial markets for investors and traders worldwide.
April 30, 2026
Read post
Datadog Email Format
Datadog is a cloud monitoring and analytics platform that provides observability for servers, containers, databases, and third-party services to help DevOps teams optimize performance worldwide.
May 2, 2026
Read post
Alert Email Format
Alert is a Dutch security services company providing innovative surveillance, alarm monitoring, and corporate investigation solutions for businesses, governments, and individuals in the Netherlands.
May 5, 2026
Read post
AMD Email Format
AMD is a global semiconductor company that designs and manufactures high-performance computing and graphics processors for data centers, artificial intelligence, PCs, gaming, and embedded applications.
May 12, 2026
Read post
Providence Equity Email Format
Providence Equity is a leading middle-market private equity firm specializing in media, communications, and education investments across North America and Europe.
May 23, 2026
Read post
Qatar Airways Email Format
Qatar Airways is the award-winning national airline of Qatar, operating a fleet of over 200 aircraft to more than 170 destinations across six continents from its Doha hub.
May 6, 2026
Read post
Pentland Brands Email Format
Pentland Brands is a global family-owned business that owns and manages leading sports, outdoor, and lifestyle brands including Speedo, Berghaus, Canterbury, ellesse, and Mitre.
April 29, 2026
Read post
MKS Instruments Email Format
MKS Instruments is a semiconductor manufacturing technology company that delivers instruments, subsystems, and process control solutions for advanced device manufacturing and specialty industrial applications worldwide.
May 23, 2026
Read post
Walgreens Email Format
Walgreens is a leading American retail pharmacy chain operating approximately 8,500 stores across the United States and Puerto Rico, serving nearly 9 million customers daily.
May 7, 2026
Read post